DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Brinton Eaton

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jeremy Todd WeltherBrinton Eaton otherGiralda Advisors, LLC otherOtherMay 14, 2013Dec 21, 2012
Abigail M RosenBrinton Eaton otherMariner Wealth Advisors otherOtherDec 31, 2012Dec 21, 2012
Michael Steven MaglioBrinton Eaton otherMariner Wealth Advisors otherOtherDec 21, 2012Dec 21, 2012
David Michael HillBrinton Eaton otherMariner Wealth Advisors otherOtherDec 21, 2012Jun 28, 2013 (189 d)
Matthew Scott DiquolloBrinton Eaton otherMariner Wealth Advisors otherOtherDec 21, 2012Dec 21, 2012
Robert John DiquolloBrinton Eaton otherMariner Wealth Advisors otherOtherDec 21, 2012Dec 21, 2012
Nicholas Sebastian LaverghettaBrinton Eaton otherNcm Capital Management, LLC otherOtherAug 20, 2010Dec 17, 2012 (850 d)
Page 1 of 1
7 moves match.